Trainee Financial Planner

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Trainee Financial Planner

Norwich

Post Date, 19/12/2024

Salary: 30000-35000 per annum

Permanent

Trainee Financial Planner

Location: Norwich - Flexible home working

Salary: £30,000 - £35,000 - OTE in first year Once Qualified £50,000+

Duration: Permanent, Full Time

We are working with an exciting new Independent Financial Adviser in Norwich who are looking for a Trainee Financial Planner to join the team. The role will involve working in a Paraplanning capacity for the two existing advisers whilst studying towards the diploma in financial planning.

Once qualified you will be supported to develop your client facing and business development skills. The Trainee Financial Planner will shadow the principal within the business until reaching Competent Adviser status.

This is the ideal role for someone who is currently in a paraplanning or technical IFA administrator position and is looking for a fast track into advice. You are expected to be at least part way through the diploma in regulated financial planning.

What’s on Offer?

  • Sponsorship through Financial Planning exams
  • Structured pathway to becoming an IFA
  • OTE earnings of £50,000 in first year once qualified
  • Full flexibility to work from home

What’s Next?

If you are interested in the Trainee Financial Planner position then please apply today. If suitable one of our consultants will reach you to discuss the position in depth with you.

Trainee Financial Planner, Paraplanner, IFA, Wealth Management, Financial Services, Financial Planner, Trainee Financial Adviser

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 5
  • Last Date: 30/01/2025
Contact us or Apply now

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